Table of Contents

- Alternative Minimum Tax Exemptions
- Qualified Dividends and Long Term Capital Gains
- Net Investment Income Tax (NIIT)
- AGI Limits and IRA Contribution Deductions
- Estate and Gift Tax Rates, Exclusions, & Exemptions
- Medicare Costs, Deductibles & Coinsurance
- Health Savings Accounts, High Deductible Health Plans
- Social Security and Taxable Benefits
- Extended Care Coverage Deductibility Limits
- Retirement Plan Contribution Limits

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2021 Tax Brackets and Deadlines to Know: Quick Reference Guide

 

This two-page PDF download will share all the numbers, dates and other things you need to know to be prepared for the rest of 2021. We'll share some of the graphics below and the rest will be located on the PDF, once you download it.

In the retirement and investment world, there are a lot of moving variables. We're here to help! We have resources for you such as on-demand webinars, articles, calculators and coaches. Here are a few of our favorites:

 

Important Dates and Deadlines for 2021

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Federal Income Tax Brackets and Rates

 

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Standard Deductions

 

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Education Tax Benefits

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Also included in the free PDF download:

  • Alternative Minimum Tax Exemptions
  • Qualified Dividends and Long Term Capital Gains
  • Net Investment Income Tax (NIIT)
  • Education Tax Benefits
  • AGI Limits and IRA Contribution Deductions
  • Estate and Gift Tax Rates, Exclusions & Exemptions
  • Medicare Costs, Deductibles & Coinsurance
  • Health Savings Accounts, High Deductible Health Plans
  • Social Security and Taxable Benefits
  • Extended Care Coverage Deductibility Limits
  • Retirement Plan Contribution Limits
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Securities offered through Securities America, Inc., Member Financial Industry Regulatory Authority and Securities Investor Protection Corporation (FINRA/SIPC) Advisory services offered through PFG Advisors. Copper State Wealth Management Services, Copper State Credit Union, Securities America, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice. Not NCUA Insured. No Credit Union Guarantee. May Lose Value.

This material was prepared by FMG Suite, and the information given has been derived from sources believed to be accurate. This is not intended as a guide for the preparation of tax returns, nor should it be construed as legal, accounting or tax advice. This information is subject to legislative changes and is offered “as is”, without warranty of any kind. Publisher and provider assume no obligation to inform readers of any changes in tax laws or other factors that could affect the information contained herein. SOURCES INCLUDE: thebalance.com, morningstar.com, nolo.com, investopedia.com, mysolo401k.net, irahelp.com, irs.gov, forbes.com, smartasset.com, ssa.gov, medicare.gov, shrm.org